As a financial advisor, Amanda fills many important roles. In addition to helping us serve and support our clients, she is involved in investment fund and manager analysis, and the updating and reviewing of our client portfolios.
Amanda holds Series 7 and 66 securities licenses and Guam life and health insurance certification.
Before joining our team in 2018, she was a financial advisor at First Command Financial Services in Guam. She earned a bachelor’s degree in arts and history from New York University, and completed post-baccalaureate studies in financial accounting, managerial accounting and economics at the University of Guam.
Amanda is from Guam and lives here today. In her free time, she enjoys traveling, reading and learning. She is a member of the Guam Women’s Chamber of Commerce.